See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RVK, INC.1+ years Filed as: R.V. KUHN & ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $20,973 |
NEENAH ENTERPRISES, INC.1+ years Service code 10 · EIN 35-0259770 | Accounting | $13,340 |
SCHENCK SC1+ years Filed as: SCHENCK BUSINESS SOLUTIONS Service code 10 · EIN 39-1173131 | Accounting | $7,900 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $4,439 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,631 | $72,770+35.5% | $67,652+45.8% | $55,191+78.7% |
| Participation rate | 75.8% | 78.8%-3.0pp | 75.7%+0.1pp | 69.2%+6.6pp |
| Annual return | 4.03% | -3.26%+7.3pp | 6625.04%-6621.0pp | 10.78%-6.8pp |
| Employer contribution / active EE | $305 | $1,769-82.8% | $2,266-86.5% | $1,899-83.9% |
| Participant deferral / active EE | $1,017 | $3,408-70.2% | $3,560-71.4% | $3,046-66.6% |
| Admin fee / account holder | $5 | $79-93.4% | $4,821-99.9% | $91-94.3% |